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Best Practices / Guidelines
2-24 May 2013. The OECD is now inviting comment on draft high-level principles intended to help governments facilitate and promote long-term investment by institutional investors.
This page provides access to all guidelines adopted by the OECD relating to private pensions.
11-June-2012
English, Excel, 57kb
This roadmap identifies elements of good design and public policy to assist countries to strengthen retirement income adequacy in an environment where pension benefits result from assets accumulated during working life. This roadmap was approved and endorsed by the OECD Working Party on Private Pensions in June 2012.
These good practices reflect what pensions regulatory and supervisory authorities usually expect to examine when assessing the risk management of pension funds that use alternative investments and derivatives. They outline how supervisors should oversee such investments and suggest possible regulatory controls.
6-December-2011
English, , 228kb
The Good Practices reflect what pension regulatory and supervisory authorities usually expect to examine when assessing the risk management of pension funds that use alternative investments and derivatives. The Good Practices outline how supervisors should oversee such investments and suggest possible regulatory controls. The character of the Good Practices emphasizes the overriding principle that it is the responsibility of pension
11-January-2011
English, , 243kb
The OECD/IOPS Good Practices for Pension Funds’ Risk Management Systems aim to outline the main features of risk management systems which pension funds employ. They cover the role of management in the risk management process, look in more detail at investment risk, funding risk and operational risk (including outsourcing) control, and the risk management mechanisms which might be in place (including monitoring and reporting). The
This Toolkit assists pension supervisors to identify potential risks faced by pension plans or funds and assess the financial and operational factors in place to minimise and mitigate those risks.
28-January-2010
English, , 253kb
The IOPS Principles for Pension Supervision are designed to cover occupational and personal pension plans and pension funds.
7-July-2009
English, , 118kb
These guidelines aim at setting international standards for the governance of private pension funds, in view of protecting people's pensions from mismanagement and fraud.
7-July-2009
English, , 251kb
This OECD Recommendation invites governments to encourage implementation of the Core Principles of Occupational Pension Regulation to assist in meeting those objectives.
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